Report
Memory Solutions for Gen AI Part 25: Extra Hot and Spicy - Memory on Fire
0
February 1, 2026
Overview:
Forecasts of rising memory prices are no longer news. What is new is the sheer intensity of the surge, which is outstripping earlier projections. For customers who had prepared for moderate increases, first-quarter price trends may prove a shock. And there are clear reasons why.
Table of Contents:
- Industry Beats
- PPT for Tracker
- Excel Tracker
Number of Pages (if it’s PDF): 4
Published Date: February 2 2026
Category
Industry
Semiconductors
Service
Memory
Report Type
Report
Time Period
Other
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Author
MS Hwang
MS Hwang is a research director at Counterpoint, specializing in memory semiconductor research. MS Hwang brings over 30 years of experience from Samsung Electronics and sell-side brokerage research roles including ABN AMRO, Goldman Sachs, Credit Suisse and Samsung Securities.